Chris Janota

About Chris Janota

I am both an educator and a comedian at heart - I\'ll teach you what I know and make you laugh while doing it. I\'m an elder millennial (ouch) and I\'m an old soul who wishes we could go back to the times when people got dressed up to fly on airplanes. I have strong opinions but will calmly discuss them with you. The Capricorn in me pairs hard work and attention to detail with a dry sense of humor and quick wit. My carnitas taco recipe is way better than my golf swing.Growing up, I wanted to be the next Steven Spielberg and direct Hollywood movies. Instead, I direct people to financial solutions to improve their lives.Basically, I spend every moment of my days trying to help. I help my clients by: establishing financial plans that fit their lives and guide them toward their retirement, education, charitable, or other goals. helping business owners stay focused IN their business while I help them ON their business. allowing them to financially de-stress knowing that I\'m working on this process with them.I do my best to help in other ways, too: Board President of two non-profits: Act of Grace, Inc, focusing on helping youth with epilepsy and their immediate families, AND the Park Forest (IL) Historical Society - a board my grandfather served on three decades ago Member of Cambridge\'s New Century Council, preparing the firm for the next generation, and Practice Management Council Mentoring students at my alma mater, Northern Illinois University, as well as reviewing scholarship applications Judging scholarship essays written by elementary through high school students nationwide focused on financial literacy through the InvestWrite and LifeHappens programsThese efforts led to me being honored with induction into the InvestmentNews 40 Under 40 Class of 2022, for which I am eternally grateful.So, here\'s my point:My mission is your success. Can I be your Envoy on your journey?🤝 TO CONNECT & LEARN MORE: Instagram, Facebook, & Twitter:@envoywealth c••••@envoywm.com My calendar: offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Envoy Wealth Management LLC are not affiliated. Branch office: 9800 Connecticut Drive, Crown Point, IN, 46307. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Experience

1. President & Financial Advisor

   Envoy Wealth Management Llc

   Oct 2017 — Present · Chicago, IL, US

   I focus on developing comprehensive investment analysis, wealth management strategies, insurance (life and business), and retirement and estate related needs for all of my clients. I work in the areas of stocks, bonds, mutual funds, life insurance and annuities, as well as REIT’s and BDC\'s, 529 College Savings plans, retirement plans for businesses (including 401(k), SEP IRA\'s and SIMPLE IRA\'s) and many other products and services.

Education

• Northern Illinois University

  Bachelor of Science (B.S.), Economics

  2003 — 2009

Skills

• Investments
• Investment Strategies
• Alternative Investments
• Financial Services
• Small Business Consulting
• Stock Trading
• Impact Investing
• Bdcs
• Estate Analysis
• Wealth
• Financial Risk
• Fixed Annuities
• Roth Ira
• Simple Ira
• Securities
• Estate Planning
• Public Speaking
• Group Presentations
• Mutual Funds
• Asset Allocation
• Saving for Education
• Retirement
• Bonds
• Traditional Ira
• 401k
• Wealth Accumulation
• Reit
• College Savings
• Retirement Planning
• Community Engagement
• Personal Finance
• Wealth Management Services
• Options
• Equity Indexed Annuities
• Social Security Analysis
• Rollovers
• Etfs
• Socially Responsible Investing
• Sep Ira
• Financial Analysis